Headlines from Across the MAP
Dec 16, 2021The Covid years are littered with predictions that didn’t work out. For anyone looking ahead into 2022, that should be enough to give pause. Most forecasters, including Bloomberg Economics, have as their base case a robust recovery with cooling prices and a shift away from emergency monetary-policy settings. What could go wrong? Plenty. Omicron, sticky inflation, Fed lift-off, China’s Evergrande slump, Taiwan, a run on emerging markets, hard Brexit, a fresh euro crisis, and rising food prices in a tinder-box Middle East — all these feature in a rogues’ gallery of risks.
- The Macro Compass: "Investing in 2022? It's like a mid-2018 flashback!"
- Russell Clark: "Is The Tech Bull Market Driving The Dollar?"
- The Wall Street Journal: "Retreat From Globalization Adds to Inflation Risks"
- Bloomberg: "What Could Possibly Go Wrong? These Are the Biggest Economic Risks for 2022"
- Bloomberg: "Who Does Inflation Harm More, the Poor or the Rich?"
- Russell Clark: "What If Tech Is No Longer Deflationary?"
- The Wall Street Journal: "Millennials Are Supercharging the Housing Market"
- The Wall Street Journal: "China’s Covid-19 Lockdowns Starting to Sting"
- Bloomberg: "The Latest Thing Keeping Parents From the Office Is a Shortage of Vaccinated Nannies"
